How to sell gift cards and run coupon codes

1. Turning them on or off

1. 1Open Gift Cards & Coupons from the menu.
2. 2Tick "Use gift cards" to show the gift card box at the register and on payments.
3. 3Tick "Use coupon codes" if you want customers to be able to use codes. Leave it unticked and the coupon box never appears.

2. Selling a gift card

1. 1On the Gift cards tab, EZMunny fills in a card number for you — or type the number printed on the card you are handing over.
2. 2Type the amount the customer is paying, and who it is for if you want it on record.
3. 3Leave "Record the money received" ticked so the money lands in your bank register under Gift cards sold.
4. 4Click Sell gift card. It shows up in the list with its full balance.

The "Still owed to customers" figure at the top is money people have already paid you but have not spent yet — handy at tax time.

3. Taking a gift card as payment

1. 1At the register, type the card number in the Gift card box and click Check — it shows what is left on it.
2. 2Ring the sale up as normal. The card pays as much as it can and the rest is due by the payment method you picked.
3. 3On an invoice, choose Gift card as the payment method in Receive a Payment and type the number there.
4. 4Every use is logged on the Gift card history list, and the balance comes down by itself.

4. Making a coupon code

1. 1On the Coupons tab, type the code your customers will say or type — for example SAVE10.
2. 2Choose percent off or flat dollars off, and type the amount.
3. 3Set a smallest purchase if you want (0 means any size order), and a limit on how many times it may be used (0 means no limit).
4. 4Add start and end dates if it is a short sale, then click Save coupon.
5. 5At the register or on an invoice, type the code in the Coupon code box and click Apply. EZMunny checks the dates, the minimum and the use limit before it takes anything off.

Use the power button beside a coupon to switch it off for a while without deleting it.

5. Discount one item or the whole order

1. 1To knock money off one product only, use the small % off / $ off box on that line.
2. 2To take money off everything, use the "Discount on the whole sale" box lower down.
3. 3Both can be used at once — the item discount comes off first, then the order discount comes off what is left.
4. 4Sales tax is always figured on the discounted amount, so you never overcharge tax.